Investment Partnerships Associate

Key Accountabilities and Scope

• Selling Albemarle Street Partners’ multi-asset solutions, including our model portfolio solutions and multi-asset funds.


• Coverage of the South of England alongside senior team members, servicing new and existing clients.


• Working closely with the partnerships team to collaborate on key accounts and co-ordinate new business activity.


• Booking and attending new business meetings, initially alongside senior team members and eventually independently.


• Managing meeting follow-up and the sales process with leads.


• Building close relationships with financial adviser clients and prospects through high service levels.


• Working closely with the portfolio management team to prepare proposals, comparisons and investment committee packs.


• Attending proprietary and industry events to represent Albemarle, to identify and develop your own leads.


• Attending industry events, following-up after and booking events.


• Within 6 months of being in the role, you will autonomously manage client accounts and pipeline conversion and become a key member of the partnerships team.

• Bachelor’s degree required.


• At least two to three years’ experience in a sales team, including cold calling experience.


• Experience in investment management or asset management industry.


• The ideal candidate will have a keen interest in investment management.


• Exceptional written and verbal communication skills.


• Strong analytical skills with a high attention to detail and accuracy.


• Proficiency in Microsoft Excel and Office tools.


• Passion for providing outstanding client service and developing long-standing professional relationships.


• Strong organisational skills with the ability to manage multiple priorities and workstreams simultaneously.


• Proactive, curious, and motivated to learn, the preferred candidate will have the ability to work independently in a fast-paced sales environment.


• The candidate will be supported in their study and completion of the Investment Management Certificate.

• Experience in Model Portfolio Services (MPS), multi-asset solutions, or a discretionary investment sales team.


• Strong understanding of the UK financial adviser and intermediary market.

This listing is from Lever. View original listing ↗